ICICI Prudential Bluechip Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF109K016L0 Overall analysis (h2) 3-year rolling excess returns are very good if compared to peers and even TE against benchmark has also been good overall, and the fund has given the maximum excess return in comparison to its peers, but the tracking error remains moderate and the information ratio is not even 1. Performance
- Published in Equities large cap
HSBC Large Cap Equity Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF336L01CM7 Overall analysis 3-yr rolling excess returns remains motionless and TE against benchmark have been good overall; The fund has not given the maximum excess return in comparison to its peers; but has dropped to below first quartile over the past 1 year. Performance analysis Rolling returns – 3yr rolling excess returns over 7
- Published in Equities large cap
Mahindra Manulife Large Cap Pragati Yojana – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF174V01721 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is barely 1. Performance analysis Rolling returns
- Published in Equities large cap
LIC MF Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF767K01EJ7 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is barely 1. Performance analysis Rolling returns
- Published in Equities large cap
Kotak Bluechip Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF174K01KW6 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is barely 1. Performance analysis (h2) Rolling
- Published in Equities large cap
JM Large Cap Fund – (Direct)
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF192K01BZ0 Overall analysis 3-yr rolling excess returns is not good if compared to peers and even TE against benchmark have not been good overall; The fund has not given the maximum excess return in comparison to its peers; and the information ratio is barely 1. Performance analysis Rolling returns – 3yr rolling excess returns
- Published in Equities large cap
Invesco India Largecap Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF205K01LB0 Overall analysis 3-yr rolling excess returns is doing good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; the tracking error remains high and the information ratio is in above 1 which Is ideal.
- Published in Equities large cap
Mirae Asset Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF769K01AX2 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is negative. Performance analysis Rolling returns –
- Published in Equities large cap
Nippon India Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF204K01XI3 Overall analysis 3-yr rolling excess returns has performed good and TE against benchmark have been good overall; The fund has given the maximum excess return in comparison to its peers. Performance analysis Rolling returns – 3yr rolling excess returns over 7 years Snail trail – 3y rolling excess over 7yrs Tracking error –
- Published in Equities large cap
SBI Blue Chip Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF200K01QX4 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers. Performance analysis Rolling returns – 3yr rolling excess returns over 7 years Snail trail – 3y rolling
- Published in Equities large cap
Sundaram Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF903JA1JC0 Overall analysis 3-yr rolling excess returns is not good if compared to peers and even TE against benchmark have also not been good overall; and the fund has not given the maximum excess return in comparison to its peers. Performance analysis Rolling returns – 3yr rolling excess returns over 7 years Snail trail
- Published in Equities large cap
UTI Mastershare Unit Scheme-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF789F01US8 Overall analysis 3-yr rolling excess returns is in the 2-4% range. Tracking error against benchmark has been in the 2-4% range which is active; but the funds’ performance in the short run has been deteriorating. The fund had given the same excess return in comparison to its peers neutral in the first quartile
- Published in Equities large cap
Union Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF582M01CU7 Overall analysis 3-yr rolling excess returns is in the range of 2-4%.Tracking error against benchmark has been in range of 2-5% overall and the funds’ performance in the short run has been deteriorating. The fund has given the same excess return in comparison to its peers and is going up in the first
- Published in Equities large cap
Taurus Large Cap Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF044D01BX3 Overall analysis 3-yr rolling excess returns is negative. Tracking error against benchmark has been in the range of 4-8% overall; but the funds’ performance in the short run has been deteriorating. The fund had also not given the maximum excess return in comparison to its peers; but has dropped to below the first
- Published in Equities large cap
Tata Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF277K01QZ7 Overall analysis 3-yr rolling excess returns is in the range of 2-6%.Tracking error against benchmark has been in the range of 3-5% overall; but the funds’ performance in the short run has been deteriorating. The fund has given the same excess return in comparison to its peers; but has gone up first quartile
- Published in Equities large cap
PGIM India Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF663L01GR4 Overall analysis 3-yr rolling excess returns has been in the range of 4-6%.Tracking error against benchmark have been in the 2-6% range overall; but the funds’ performance in the short run has been deteriorating. The fund had given a neutral excess return in comparison to its peers; but has gone up in the
- Published in Equities large cap
L&T India Large Cap Fund
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF677K01155 Overall analysis 3-yr rolling excess returns and tracking error against benchmark have been not good overall and the funds’ performance in the short run has been deteriorating. The fund had also not given the maximum excess return in comparison to its peers; but has dropped to below the first quartile over the past
- Published in Equities large cap
L&T India Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF917K01FQ0 Overall analysis 3-yr rolling excess returns has been in the range of 2-4%.Tracking error against benchmark have been in the range of 2-4% overall; but the funds’ performance in the short run has been deteriorating. The fund had given a neutral excess return in comparison to its peers and also been neutral to
- Published in Equities large cap
IDFC Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF194K01Z44 Overall analysis 3-yr rolling excess returns is in the range of 2-4% and tracking error against benchmark has been in 2-6% overall; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has been neutral to below first
- Published in Equities large cap
HDFC Top 100 Fund
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF179K01YV8 Overall analysis 3-yr rolling excess returns is in the range of 4-8%. Tracking error against benchmark has been in the range of 3-7% overall and the funds’ performance in the short run has been good. The fund had given the maximum excess return in comparison to its peers and went upwards first quartile
- Published in Equities large cap
Franklin India Bluechip Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF090101FN7 Overall analysis 3-yr rolling excess returns is in negative and also tracking error against benchmark has been in the range of 4-10% .The funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return in comparison to its peers; but it is gaining the returns in
- Published in Asset Classes, Equities, Equities large cap
HDFC Top 100 Fund
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF179K01BE2 Overall analysis 3-yr rolling excess returns is in the range of 4-8% and tracking error against benchmark has been in the range of 2-7% overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers; but has been neutral
- Published in Equities large cap
Edelweiss Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF754K01BW4 Overall analysis 3-yr rolling excess returns is in the range of 3-5% and tracking error against benchmark has been in the range of 2-4% which is ideal overall and the funds’ performance in the short run has been also good. The fund has given the maximum excess return in comparison to its peer
- Published in Equities, Equities large cap, Asset Classes
DSP Top 100 Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF740K01PR3 Overall analysis 3-yr rolling excess returns is in the range of negative 5-1% and tracking error against benchmark also have been in the range of 3-5% and the funds’ performance in the short run has been deteriorating. The fund had not given the maximum excess return in comparison to its peers. Performance analysis
- Published in Asset Classes, Equities, Equities large cap
Canara Robeco Bluechip Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF760K01FR2 Overall analysis 3-yr rolling excess returns is in the 2-5% range which is good and tracking error against benchmark has been impressive in the range of 2-6% overall. The funds’ performance in the short run has also been good. The fund had given the maximum excess return in comparison to its peers. Performance
- Published in Asset Classes, Equities, Equities large cap
Baroda BNP Paribas Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF209K01BR9 Overall analysis 3-yr rolling excess returns is in the 2-6% range. Tracking error against benchmark have been in the range of 2-6%; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has dropped to below the first
- Published in Asset Classes, Equities, Equities large cap
Bank Of India Bluechip Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF761K01FL3 Overall analysis 1-yr rolling excess returns is in the range of 2-4% and Tracking Error against benchmark has been in the range of 2-4% for the past 6 months. The fund had given a neutral excess return in comparison to its peers; but has been going upwards in the first quartile over the
- Published in Asset Classes, Equities, Equities large cap
Axis Bluechip Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF846K01DP8 Overall analysis 3-yr rolling excess returns is in negative which is not good for the past few years and tracking error against benchmark has been very active overall and the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but
- Published in Equities large cap, Asset Classes, Equities
Aditya Birla Sun Life Frontline Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF209K01YY7 Overall analysis 3-yr rolling excess returns is in the range of 2-6% and tracking error against benchmarks have been in the 2-4% range ;the funds’ performance in the short run has also been good. The fund has given the maximum excess return in comparison to its peers; but has been neutral to the
- Published in Equities, Equities large cap
ITI Large Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF00XX01770 Performance analysis Portfolio Analysis
- Published in Equities large cap
WhiteOak Capital Large Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF03VN01662 Portfolio Analysis
- Published in Equities large cap
Tauras Large Cap Equity Fund Growth
25 May, 2023
by MMI Team
ISIN – INF044D01773 Portfolio Analysis
- Published in Equities large cap
ICICI Prudential Bluechip Fund Growth
25 May, 2023
by MMI Team
ISIN – INF109K01BL4 Performance Analysis The Rolling Return Chart shows a motionless performance. The fund has been hovering around the top quartile and the median range; which is a range of -2% – 0% excess return approx. The snail trail chart is not great, but is in harmless section of the chart. The fund has
- Published in Equities large cap
Kotak Bluechip Growth
25 May, 2023
by MMI Team
ISIN – INF174K01153 Performance Analysis Portfolio Analysis
- Published in Equities large cap
Mahindra Manulife Large Cap Pragati Yojana Regular Growth
25 May, 2023
by MMI Team
ISIN – INF174V01697 Performance Analysis Portfolio Analysis
- Published in Equities large cap